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Upgrade Management

Overview

Function Description

To improve the upgrade experience of product versions, Guanyuan BI version 6.5 and above provides a self-service upgrade function for administrators. Administrators can confirm the upgrade plan, publish announcements and reminders before the upgrade, and view upgrade history.

Prerequisites

Make sure the server where BI is located can normally access the following two services:

If you need to upgrade across major versions (e.g., from 6.x to 7.x), please contact Guanyuan business or your dedicated customer success manager to confirm the cost and terms of the major version upgrade. See Version Upgrade Process Diagram.

Instructions

Entry and Permissions

Entry: Management Center > Operation & Maintenance Management > Upgrade Management

Permissions: Only administrators are allowed to access; only accessible in the main domain environment

Confirm Plan

After the administrator confirms the upgrade plan with Guanyuan Data technical support or other personnel, a notification will be sent to the administrator to confirm the upgrade plan after a period of time when accessing the BI platform. The administrator can click to enter the upgrade management interface.

The administrator can click the [Confirm Plan] button to confirm the upgrade version, time, and whether to send announcements and notifications in advance.

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  • The upgrade time supports working hours by default. If you have special needs, please contact Guanyuan Data technical support.

  • Whether to upgrade automatically at the scheduled time

    • If checked, after the installation package is successfully obtained, the upgrade will start 5 minutes after the specified time

    • If not checked, the administrator needs to enter the management page at the scheduled time and click the [Upgrade Now] button

    Pre-upgrade announcement

    • By default, an upgrade announcement is sent to everyone 8 hours before the upgrade. The announcement is valid from 8 hours before the upgrade to the upgrade time. Only users who access BI during this period will receive it, and the notification will disappear after 5 seconds.

    • The administrator can adjust the announcement content as needed.

    Pre-upgrade notification

    • By default, an upgrade notification is sent to everyone 5 minutes before the upgrade. The announcement is valid for 5 minutes. Only users who access BI during this period will receive it, and the notification will remain until clicked to disappear.

    • The administrator can adjust the notification content as needed.

    Download the installation package immediately

    • To improve the upgrade experience, this option must be enabled. Otherwise, the self-service upgrade cannot be completed. By default, the installation package starts downloading 8 hours in advance.

    • After the download is complete, the installation package status is updated to "Obtained".

Special notes:

  1. After confirming the upgrade plan, the server will regularly report the upgrade progress to the Guanyuan BI Remote Version Management Center to ensure the smooth execution of the upgrade task.

  2. If the scheduled upgrade time is less than 8 hours from the current time, the [Upgrade Now] button will appear. After clicking confirm, the installation package download process will start immediately.

View Upgrade History

The bottom of the page is the upgrade history list. For upgrade failures, you can click the yellow exclamation mark for related information. You can copy the relevant error information and send it to the Guanyuan technical support team.

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